David Bulteel
“Most equity markets have made further strong gains in January as conviction grows that 2006 will be another year of syncronised global growth. The eurozone and Japanese growth is accelerating, while the US economy remains firm after the Q4 hiccough in consumer demand. A period of consolidation is possible after such a broadly based rise, especially if the renewed strength in oil prices is sustained. If economies continue to cope well with high energy costs, equities remain attractively priced.”
Amount (E) Fund
15,000 Baring Global Bond Fund
15,000 Credit Suisse International Bond Fund
11,000 Artemis European Growth Fund
11,000 Fidelity European Equity Fund
11,000 Gartmore Continental European Equity
6,000 JP Morgan European Fledgeling Investment Trust
5,000 Polar Capital Japan Fund (Japanese equities)
5,000 Thames River Multi-Hedge Fund of Funds
4,000 Legg Mason Value Fund (US equities)
4,000 Thames River Global Bond Fund
3,000 Aberdeen Far East Emerging Markets Fund
3,000 European Asset Value Fund (European Property)
3,000 Lazard UK Alpha Fund (UK equities)
2,000 Findlay Park US Smaller Companies Fund
2,000 Morgan Stanley Emerging Markets Fund
